Scheeler Financial Group

Overview

Scheeler Financial Group is a recently formed limited liability company that registered with the SEC in 2026. The firm describes its primary activities as financial planning and portfolio management for individuals and small businesses, and it appears positioned as a client-facing advisory practice rather than a capital allocator or institutional consultant. Its fee model includes both a percentage-of-AUM component and fixed fees, which suggests a mix of ongoing asset management relationships and standalone planning engagements. The adviser is not flagged as an active ESG investor, is not a multi-state adviser, and does not report relationships as a pension consultant or related adviser. Industry affiliation information indicates a connection with an insurance company, which may reflect referral channels or complementary insurance services rather than standalone broker-dealer activity. The firm is classified as “Unclassified” in the snapshot data, consistent with a newly formed advisory business still establishing its market positioning.

Assets & Accounts